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How to manage my transactions

Discover how to manage your transactions, review the status of your sales, learn the most important details, and make a refund if needed.

Transactions

How can I find a specific transaction?

Can I download a report with all my transactions?

What do the payment statuses of my transactions mean?

What are balances?

What is the total amount of a transaction?

How much does a refund cost?

What should I do if I receive a chargeback?

How do I make a refund?

Can I cancel a payment link?

Where can I view my transactions?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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